Forbes contributor and Two Prime CEO Alexander S. Blume said in a post that Michael Saylor stated during the latest earnings call that the company may consider selling the BTC on its balance sheet under certain conditions, breaking its “never-sell” commitment. The article argues that Strategy-related investment products do not directly map to BTC claim rights, and that the company must simultaneously maintain the narrative of paying off its U.S. dollar debt and accumulating BTC; if the core narrative is adjusted frequently, it could weaken investors’ confidence and potentially trigger a chain of pressure affecting MSTR, STRC, and even BTC.

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